Heather Rosen
Financial Advisor at NorthRock Partners
- Role
- Advisor at NorthRock Partners
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Heather Rosen
I have dedicated my career to helping individuals make decisions during the most…
Experience
Advisor
Jul 2022 — Present · Chicago, IL, US
Financial Planning | Risk Management | Cash Flow & Budgeting | Financial Reporting | Employee Benefits | Protection Planning | Mortgages & Lending | Executive Leadership | Client Experience | Investments | Charitable Contributions | Insurance | Retirement Planning | Estate Planning | Tax Preparation | Executive Compensation | Contract Review and Negotiation | Corporate Benefits Planning
Education
Penn State University
B.A. with distinction, Phi Beta Kappa Academic Honor Society
2004 — 2008
Chicago-Kent College of Law, Illinois Institute of Technology
J.D., Dean's Honor List
2008 — 2011
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